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Propovoice is an all-in-one CRM WordPress plugin that lets service providers manage their entire sales lifecycle in one place.
Organize and nurture your leadsย across the entire buyerโs journey with Propovoiceโs leads management and deal pipeline features.
You canย manually add leads or automatically add themย using contact forms on your site. Youโll even be able to customize pipeline stages to fit your buyer journey.
From there, itโs easy toย create custom tags and levelsย for each leadโall while keeping track of tasks, activities, meetings, emails, notes, and files in the CRM.
Manage project inquiries with the deal pipeline and CRM features.
Using Propovoiceโs customizable templates and estimates, you canย create custom project proposalsย that include descriptions, prices, and terms.
When youโre done, justย send the estimate to your clients via emailย so they can download, share, and print the file for themselves.
Get notified when your client views and approves the estimateโor send automated reminders to encourage them to respond.
Plus, you canย send one-time or recurring invoicesย and collect payments automatically using PayPal, Stripe, or hundreds of other payment gateways via WooCommerce checkout.
Propovoice lets you create project estimates, send invoices, and get paid on time!
With just one login, you canย give clients access to project updates, estimates, invoices, and chat. There, they can purchase service packages and submit requests!
Even better, you can manage all your projectsโfromย creating and assigning project tasksย to keeping track of budgets, payments, and deadlines for each client.
Since you canย stay connected with stakeholders via file sharing and messaging, youโll never have to dig around your email inbox again.
Onboard clients and manage projects with a dedicated client portal.
Youโll be able toย create and sell one-time and subscription service packagesย right from Propovoice, as well as set limits on whatโs included.
While existing clients can purchase these packages from the client portal, you can alsoย add a โBuy Nowโ button to your websiteย to engage with prospects.
Manage your orders from the dashboardย and quickly turn them into projects that can be assigned to specific team members to handle.
Create and sell service packages to new and existing clients without breaking a sweat.
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